8 results in Configuration & Workflows
- How do I get new or updated fields on my Dynamic File applications to auto-populate with caregiver data?Configuration & Workflows· Configuration· eDoc Suite/Dynamic Files· Field Mapping and Population on Dynamic Files
- How do I set a permanent (default) search filter on the Caregiver List or Patient Search page?Configuration & Workflows· Configuration Request· HR/ATS· Search Filter Defaults
- How can I make a field mandatory or change the ordering of fields on my intake or caregiver forms?Configuration & Workflows· Configuration· Platform General· Field Properties & Layout
- How do I convert a free-text input field on the caregiver application into a dropdown menu with predefined options?Configuration & Workflows· Configuration· HR/ATS· Dropdown Field Conversion
- How do I delete referral source types from my agency's database in Bolt?Configuration & Workflows· Configuration Management· Intake CRM· Referral Source Type Deletion
- How do I set specific fields on a Dynamic File as counter-sign fields?Configuration & Workflows· Configuration Request· eDoc Suite/Dynamic Files· Counter-Sign Field Assignment
- How can I hide fields on the intake case form (Add New Case page) that my agency doesn't need?Configuration & Workflows· Configuration· Intake CRM· Field Visibility Customization
- How do I update the dropdown options (e.g., plan names) in my Intake CRM workflow inputs?Configuration & Workflows· Workflow Configuration· Intake CRM· Dropdown Field Value Updates